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To: Bill Holtzman who wrote (5627)1/21/1999 9:34:00 PM
From: Larry Brew  Read Replies (2) | Respond to of 14451
 
Bill, Reading some press and SEC filings, I see they're pulling
away from interactive 3-D t.v. Good plan in my estimation. Also
noticed they're cranking up graphic workstations. Back to their
core. Servers still 1/2 of the business. Profit margins squeezed
by competition. What's new, that's called free enterprise. That's
where management earns their pay.
I hope they can make a presence with servers for the video on demand business. SUNW is so strong there. If they can somehow marry
their edge in workstation graphics with video servers, they could
be a tough cookie in my opinion. Put a workstation in that T.V.
and my imagination goes wild. I see workstations and pc coming
together forcing them into alliances with INTC and MSFT for these
type solutions. Just my vision. Maybe way off from reality.
Larry